Client conversations
Premium funding and the cash-flow conversation
Help clients look beyond the monthly repayment.
Read the perspectiveFor insurance brokers
More to bring to your client relationships.
From an everyday renewal to workers’ compensation or a complex insurance programme, bring the detail to Clearmatch. Specialist people, practical tools and three funding pathways support the conversation.
Working together
A funding partner who understands the broker’s role.
You understand your client’s business and insurance needs. We bring the funding perspective to the table.
We arrange new premium funding through insurance and finance brokers. Our role is to support your client relationships, with specialist help on the information, structure and next steps.
Use the broker portal for everyday quoting and account access. For a new brokerage relationship or a client case that needs discussion, speak with our team directly.
Choose the conversation you need.
Specialist support for your clients and your brokerage.
01
Panel capability
Understand the contribution of warehouse, Term Note and selective balance-sheet funding under the same credit discipline.
Explore02
Finance broker partnerships
Make annual insurance premiums part of the client’s funding review, with a clear referral and settlement process.
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Workers’ compensation
Work through the premium notice, scheme payment choices and timing with our specialist team.
ExploreUseful support at the points that matter.
The conversation
Start with clarity
Help clients understand why they are funding, what they will pay and how the arrangement works.
The process
Keep work connected
Use the broker portal for the operational workflow and reach our people when a case needs context.
The exception
Bring the unusual case
Our Term Note capability provides another route to assess eligible cases, including those outside warehouse parameters. Assessment, terms and available funding still apply.
Explore Term NotesGetting started
New to working with Clearmatch?
- 01
Tell us about your brokerage
Contact the team with your market, client needs and the best person for us to speak to.
- 02
Discuss the working relationship
We’ll explain onboarding, access and the information needed to begin.
- 03
Bring your first funding conversation
Talk through the case with us and use the portal once your access is established.
More than a standard workflow
Complexity calls for judgement.
A large or unusual premium is a reason to start a conversation early.
Share the premium, the policy structure and the business context. Our team can help identify what needs to be assessed and whether standard premium funding or a bespoke discussion is the right next step.
Any funding proposal remains subject to assessment, available funding and the relevant terms.
Useful for your next client conversation.
We’re here to help
A client case to talk through?
Bring the premium, the timing and the detail. Our broker team will help you work through the next step.